For over 10 years, The Carrot Project has worked with farm and food businesses in New England and the Hudson Valley, supporting their successes by helping them build the financial management skills to help their businesses thrive.

Past Webinars

Financial Management Calendar

This tool is designed to help you stay on top of financial management tasks critical to maintaining effective business practices during the busy growing season. Adapt the Calendar to your farm's needs and realities and create a personalized financial management calendar for your farm. The tool is split into two parts:

Now that you are setup in QuickBooks and have your systems for data entry setup, we will discuss how to use the data within QuickBooks to make decisions on how to manage and grow your business. We will run reports, including the profit and loss statement and the balance sheet, and discuss how to extract important information about your business. We will also talk about how to use QuickBooks data to build financial projections to bring to prospective lenders.﻿

Review your financial statements with a managerial eye: What does the Balance Sheet tell me about my business? How can I improve my profitability by reviewing my Profit and Loss Statement? The presenter, Julia Shanks, also discusses cash flow management tools. Download the slides.

About the Presenter

﻿Julia Shanks, a longtime collaborator with The Carrot Project, consults with food businesses and farms, helping them maximize profits and streamline operations through business planning, feasibility studies and operational audits. She formerly taught accounting classes at Babson College and regularly presents on business technical assistance.

Contact Us

Did you enjoy the webinar? Feel free to get in touch with feedback about the presentation or any further questions.

For more information about basic accounting for farmers, contact Senior Business Trainer Julia Shanks.﻿

For more information about The Carrot Project's programs, email us at info @ thecarrotproject.org.